Making commercial property investment accessible for more New Zealanders, with a lower minimum investment requirement.

pmg Generation Fund- Investment Offer
Latest report Enquire
Key investment metrics and key offer details are extracted from the Product Disclosure Statement dated 10 June 2021, and are forecasted as at 30 July 2021. The metrics and details assume successful completion of the current offer, and ownership of PMG Generation Fund’s existing properties plus the target acquisition properties (amongst other factors).
6.00* cpu
$166m

Total portfolio

value

99%

Portfolio

occupancy

37%

Loan-to-value ratio

5

Properties,

diversified mix

60

Tenants


4.4yrs

Weighted
average lease
term (WALT)

The Offer is for units to be issued in PMG Generation Fund by PMG Property Funds Management Limited. A Product Disclosure Statement for the offer is available and can be obtained here. Prospective investors are recommended to seek professional advice from a Financial Advice Provider who takes into account their personal circumstances. Neither PMG Property Funds Management Limited or the PMG Investor Relationships Team provides advice. No person may offer, invite any offers or distribute any documents (including a Product Disclosure Statement) to any person outside New Zealand without the approval of PMG. *The forecast gross cash distribution is for the prospective period from 1 August 2021 to 31 March 2023. It is stated before tax. Details on the forecast gross cash return for new investors, how it is calculated, and the risks associated with an investment in PMG Generation Fund, are available in the Product Disclosure Statement free of charge here.

About

Show less

Invest in a portfolio of commercial properties, diversified by well-located industrial, office and retail buildings, across main metropolitan cities in New Zealand. Forecasting a gross cash return of 5.50% p.a. paid monthly and an estimated value of $168 million- An investment in the PMG Generation Fund today can enable you to live the life you desire, with regular and reliable income from a trusted property funds manager. Contact the Investor Relationships team to learn more.

PMG Generation Fund is a robust, commercial property fund holding high quality, commercial properties which are located in main metropolitan centres across New Zealand and are home to national and multi-national tenants such as Coca Cola Amatil, Euro Steel and Torpedo7.

The properties held by PMG Generation Fund have excellent occupancy levels and lease terms. The Fund also makes it easier for investors of many generations to invest, with a 24-hour fully digitised application, onboarding and investment tracking online portal, and a reduced minimum investment amount.

The Fund provides investors with a monthly cash distribution and future features of the Fund will include the ability for investors to reinvest their monthly cash distributions to achieve the benefits of compounding interest and the ability to invest small amounts often.

The intention (subject to regulatory approval) for the Fund is to also invest in other unlisted property funds and listed property vehicles, ultimately providing greater property diversification and potentially providing improved liquidity, i.e. investors may have more flexibility to buy and sell units if desired.

Read PMG Generation Fund's qualitative fund research by Research IP here.


Fund Strategy

PMG Generation Fund’s strategy is to invest and grow a portfolio of strategically selected direct and indirect commercial property assets (with financially resilient tenants) that provide tenant, geographic and asset class diversification across New Zealand, alongside delivering investors a regular and reliable income return and growth in value over time.

Fund Goal

To provide ease of access to commercial property investment for more New Zealanders so they too can enjoy the benefits of regular and reliable income over time, and provide improved liquidity via diversification of assets and investors.

Property portfolio

Meet your investor relationships team

With a range of investment funds to suit New Zealanders of all ages and stages, it's easier than you may think to invest. Give one of our knowledgeable PMG Investor Relationships Managers a call for a no-obligation chat, or visit our FAQ page.

Matt McHardy
Matt McHardy

Head of Investor Relationships – Central and Lower North Island

More

Rory Diver
Rory Diver

Investor Relationships Manager – Waikato, Auckland and Northland

More

Ben Cant
Ben Cant

Investor Relationships Manager - South Island

More

Matt Topham

Investor Relationships Associate - Tauranga

More

Lorena Zanesco
Lorena Zanesco

Investor Relationships Associate - Tauranga (maternity leave)

More

4 steps to investing with pmg

background Layer 1
1. Reach out

To start investing with PMG, register your contact details via phone or email. Alternatively, make an enquiry via our contact form and we’ll have someone from our Investment Relationships Team meet you.

Watch PMG’s history video to learn more about our approach to commercial property investments, along with the five funds within the company. We encourage you to speak with a friend or family member who knows us, and we also recommend you chat with a Financial Advice Provider for specific advice to suit your unique situation.

Look through our current investment offers to find the right PMG fund to suit you. After downloading, carefully review the associated Product Disclosure Statement(s) for the offer(s) you’re interested in. Investing with us is straightforward – either apply online using our secure and confidential investor portal, via the printable form on each fund page, or reach out to your local PMG office to fill out the relevant paperwork.

Our lines of communication are always open. If you have any questions, reach out to your local PMG Investor Relationships Manager. Whether it’s a general catch up or discussion around the latest developments with your investment, we’re here to help.